Barton Investment Management
Latest statistics and disclosures from Barton Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHOP, NFLX, AMZN, PYPL, BL, and represent 71.10% of Barton Investment Management's stock portfolio.
- Added to shares of these 5 stocks: BRK.A, OKTA, AVLR, COST, ADP.
- Started 3 new stock positions in COST, BRK.A, ADP.
- Reduced shares in these 10 stocks: SHOP (-$6.8M), EA, 1/100 Berkshire Htwy Cla 100, AMZN, NFLX, PYPL, AMT, AL, ETSY, CCI.
- Sold out of its positions in 1/100 Berkshire Htwy Cla 100, CCI, ETSY, PG.
- Barton Investment Management was a net seller of stock by $-12M.
- Barton Investment Management has $1.2B in assets under management (AUM), dropping by 11.92%.
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Portfolio Holdings for Barton Investment Management
Companies in the Barton Investment Management portfolio as of the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Shopify Inc cl a (SHOP) | 24.3 | $283M | -2% | 250k | 1131.95 | |
| Netflix (NFLX) | 21.4 | $249M | 461k | 540.73 | ||
| Amazon (AMZN) | 11.5 | $134M | 41k | 3256.92 | ||
| Paypal Holdings (PYPL) | 7.0 | $82M | 349k | 234.20 | ||
| Blackline (BL) | 6.9 | $81M | 606k | 133.38 | ||
| Coupa Software (COUP) | 6.2 | $72M | 213k | 338.91 | ||
| Okta Inc cl a (OKTA) | 3.7 | $43M | +3% | 169k | 254.26 | |
| Avalara (AVLR) | 3.7 | $43M | +2% | 260k | 164.89 | |
| American Tower Reit (AMT) | 2.9 | $34M | 151k | 224.46 | ||
| Air Lease Corp (AL) | 2.8 | $33M | 745k | 44.42 | ||
| Equinix (EQIX) | 2.8 | $33M | 46k | 714.18 | ||
| Electronic Arts (EA) | 2.5 | $29M | -11% | 201k | 143.60 | |
| Qualcomm (QCOM) | 0.8 | $9.4M | 62k | 152.33 | ||
| Microsoft Corporation (MSFT) | 0.5 | $5.9M | 27k | 222.41 | ||
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| T. Rowe Price (TROW) | 0.3 | $3.9M | 26k | 151.39 | ||
| Berkshire Hathaway (BRK.A) | 0.3 | $3.5M | NEW | 1.0k | 3478.00 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $3.1M | -2% | 1.8k | 1752.53 | |
| Johnson & Johnson (JNJ) | 0.3 | $3.1M | 20k | 157.36 | ||
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $2.7M | 14k | 194.65 | ||
| Apple (AAPL) | 0.2 | $2.7M | 20k | 132.69 | ||
| Berkshire Hathaway Inc. Class B | 0.2 | $2.5M | 11k | 231.90 | ||
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.6M | 3.2k | 500.00 | ||
| Alphabet Inc Class C cs (GOOG) | 0.1 | $1.3M | -3% | 751.00 | 1752.33 | |
| Abbott Laboratories (ABT) | 0.1 | $1.1M | 9.9k | 109.46 | ||
| Walt Disney Company (DIS) | 0.1 | $1.1M | 5.9k | 181.15 | ||
| Vanguard Total Bond Market ETF (BND) | 0.1 | $1.1M | 12k | 88.18 | ||
| Abbvie (ABBV) | 0.1 | $964k | 9.0k | 107.18 | ||
| Oracle Corporation (ORCL) | 0.1 | $736k | 11k | 64.70 | ||
| Merck & Co (MRK) | 0.1 | $682k | 8.3k | 81.83 | ||
| Cigna Corp (CI) | 0.1 | $623k | 3.0k | 208.29 | ||
| Exxon Mobil Corporation (XOM) | 0.1 | $603k | 15k | 41.19 | ||
| ICU Medical, Incorporated (ICUI) | 0.1 | $601k | 2.8k | 214.64 | ||
| Northern Trust Corporation (NTRS) | 0.0 | $510k | 5.5k | 93.10 | ||
| Teleflex Incorporated (TFX) | 0.0 | $494k | 1.2k | 411.67 | ||
| Philip Morris International (PM) | 0.0 | $459k | -3% | 5.6k | 82.70 | |
| American Express Company (AXP) | 0.0 | $458k | -2% | 3.8k | 121.00 | |
| Colgate-Palmolive Company (CL) | 0.0 | $332k | -3% | 3.9k | 85.57 | |
| Pfizer (PFE) | 0.0 | $320k | 8.7k | 36.78 | ||
| Costco Wholesale Corporation (COST) | 0.0 | $283k | NEW | 750.00 | 377.33 | |
| Automatic Data Processing (ADP) | 0.0 | $247k | NEW | 1.4k | 176.43 | |
Past Filings by Barton Investment Management
SEC 13F filings are viewable for Barton Investment Management going back to 2010
- Barton Investment Management 2020 Q4 filed Jan. 13, 2021
- Barton Investment Management 2020 Q3 filed Oct. 19, 2020
- Barton Investment Management 2020 Q2 filed Aug. 17, 2020
- Barton Investment Management 2020 Q1 filed April 30, 2020
- Barton Investment Management 2019 Q4 filed Jan. 22, 2020
- Barton Investment Management 2019 Q3 filed Oct. 16, 2019
- Barton Investment Management 2019 Q2 filed July 18, 2019
- Barton Investment Management 2019 Q1 filed April 24, 2019
- Barton Investment Management 2018 Q4 restated filed Jan. 22, 2019
- Barton Investment Management 2018 Q4 filed Jan. 16, 2019
- Barton Investment Management 2018 Q3 filed Oct. 23, 2018
- Barton Investment Management 2018 Q2 filed July 18, 2018
- Barton Investment Management 2018 Q1 restated filed April 18, 2018
- Barton Investment Management 2018 Q1 filed April 17, 2018
- Barton Investment Management 2017 Q4 filed Jan. 18, 2018
- Barton Investment Management 2017 Q3 filed Oct. 30, 2017